Create integrations between Procore and Maximizer CRM to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Procore and Maximizer CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Drawing AreaRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Date
Description
Start Hour
Start Minute
End Hour
End Minute
Subject From
Subject To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
First Name
Last NameRequired
Email AddressRequired
Job Title
Address
City
State Code
Zip
Country Code
Business Phone
Business Phone Extension
Mobile Phone
Fax Number
Email Signature
Is Active
Is Employee
Employee Id
Origin Id
Vendor Id
Notes
Initials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Standard Cost Code ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
VendorRequired
TradeRequired
Date
Notes
Apprentice Hours
Number Of Apprentice Workers
Foreman Hours
Number Of Foreman Workers
Journeyman Hours
Number Of Journeyman Workers
Number Of Other Workers
Other Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Image NameRequired
Image CategoryRequired
FileRequired
Private
Source
Image Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
TitleRequired
StatusRequired
Instruction TypeRequired
Description
Instruction From
Date Received
Schedule Impact StatusRequired
Schedule Impact Value
Cost Impact StatusRequired
Cost Impact Value
Private
Attentions
Distribution Members
Trades
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Item TypeRequired
NameRequired
Description
Assignee
Due Date
Number
Personal
Priority
Status
Trade
Observation Location
Attachment Item
Attachment Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Description
Due
Position
Priority
Private
Status
Date Initiated
Schedule Impact
Schedule Impact Days
Reference
Cost Impact
Cost Impact Amount
Trade Id
Punch Item Type Id
Login Information Ids
Location Id
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
SubjectRequired
Rfi ManagerRequired
Question BodyRequired
Reference
AssigneesRequired
Draft
Due Date
Rfi Submitted By
Responsible Contractor
Distributions
Number
Private
Schedule Impact Status
Schedule Impact Value
Cost Impact Status
Cost Impact Value
Rfi Location
Drawing Number
Specification Section
Cost Code
Custom Textfield 1
Custom Textfield 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Manpower LogRequired
Date
Notes
Num Workers
Num Hours
Contact
User
Cost Code
Log Location
Trade
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Submittal IdRequired
Required On Site DateRequired
NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Exclusions
Executed
Inclusions
Invoice Contact Users
Private
Retainage Percent
Signed Contract Received Date
Status
Vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore CompanyRequired
Procore ProjectRequired
Project Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Project
Submittal
ActionThis is an event a Zap performs.SearchFind existing data in your appEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Lead
Triggers when lead entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Task Entry
Triggers when there is a new or updated Task entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConvert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Creates new Appointment entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Personal Task
Creates new Personal Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Appointment
Updates existing Appointment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Favourite List
Updates existing Favourite List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates existing Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Case
Searches for existing Case entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Note
Searches for existing Note entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task
Searches for existing Task entry
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Key
First Name
Last Name
Email Address
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
CompanyRequired
Event TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Folder
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
ProjectRequired
Title
Number
Change Event StatusRequired
Change Order Change Reason
Event ScopeRequired
Event Type
Rfi
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Address
City
State Code
Zip
Country Code
Business Phone
Mobile Phone
Fax Number
Email Address
Is Active
Authorized Bidder
Prequalified
Labor Union
License Number
Website
Union Member
Non Union Prevailing Wage
Abbreviated Name
Notes
Vendor Group Id
Primary Contact Id
Origin Id
Origin Data
Origin Code
Affirmative Action
Small Business
African American Business
Hispanic Business
Womens Business
Historically Underutilized Business
Sdvo Business
Certified Business Enterprise
Asian American Business
Native American Business
Disadvantaged Business
Minority Business Enterprise
Eight A Business
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
CodeRequired
NameRequired
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NameRequired
Parent Folder
FileRequired
Description
Is Tracked
Explicit Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Drawing SetRequired
Drawing AreaRequired
DrawingRequired
NameRequired
Drawing Number Contains Revision
Drawing Date
Received Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
TemplateRequired
NameRequired
Number
Description
Inspection Date
Point Of Contact
Inspectee
Personal
Responsible Contractor
Spec Section
Status
Trade
Inspectors
Spec Location
Attachment
Attachment Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Date
Notes
Num Workers
Num Hours
Contact Id
User Id
Cost Code Id
Location Id
Trade Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NameRequired
Project Number
Description
Active
Address
City
State Code
Zip
Country Code
Phone
Estimated Start Date
Estimated Completion Date
Warranty Start Date
Warranty End Date
Flag
Office
Public Notes
Project Stage
Project Type
Project Region
Project Template
Project Bid Type
Program
Square Feet
Copy From Standard Cost Code List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Vendor
Assignee
Bill To Address
Delivery Date
Description
Executed
Number
Payment Terms
Private
Retainage Percent
Ship To Address
Ship Via
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
NumberRequired
Title
Actual Delivery Date
Confirmed Delivery Date
Cost Code
Description
Design Team Review Time
Distribution Members
Due Date
Internal Review Time
Issue Date
Lead Time
Location
Private
Received Date
Required On Site Date
Responsible Contractor
Revision
Specification Section
Status
Sub Job
Submit By
Submittal Manager
Custom Textarea 1
Custom Textfield 1
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Title
Number
Description
Due Date
StatusRequired
Private
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
MeetingRequired
OverviewRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
ProjectRequired
Contract IdRequired
Actual Completion Date
Contract Estimated Completion Date
Contract Start Date
Description
Exclusions
Executed
Inclusions
Number
Private
Retainage Percent
Signed Contract Received Date
Status
Title
Vendor Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Procore Company
Procore Project
Document
ActionThis is an event a Zap performs.SearchFind existing data in your appProcore Project
Project Scheduled Task
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Case
Triggers when Case entry reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent TypeRequired
Category
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Opportunity
Triggers when Opportunity reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDate Notification for Task
Triggers when Task reaches notification date
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Address Book Entry
Creates new company, individual or contact in your Address Book
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Case
Creates new Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Favourite List
Creates new Favourite list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead Entry
Creates new Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Opportunity Entry
Creates new Opportunity entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add User Defined Fields (UDFs) to search criteria
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Case
Updates existing Customer Service Case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead Entry
Updates existing Lead Entry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Opportunity
Updates existing Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Appointment
Searches for existing Appointment entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Lead
Searches for existing Lead entry
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Opportunity
Searches for existing Opportunity entry
ActionThis is an event a Zap performs.SearchFind existing data in your appAdd User Defined Fields (UDFs) to search criteria
Sort by
Sort Order
Search Limit
Restrict single record
Select User Defined Fields (UDFs) to include
ActionThis is an event a Zap performs.SearchFind existing data in your appFind or Create Lead entry
Find or Create Lead entry
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found